Customers
The starting point when creating a new client request.
What is a lead?
The Billable Type, the Billable Quantity, and the Sales Price can be adjusted during Project Approvals.
False - Billable Type and Billable Quantity can only be updated.
This process can be completed any time during the month.
What is invoicing?
Documents attached in an invoice must be in this format.
What is a PDF?
The person who handles employee and company credit card expense reports.
Who is Lyndsey But?
True or False - It is possible to change the customer on a Fixed Price Project.
True - you may change the customer, but you may NOT reactivate a Fixed Price Project.
Project Approvals that are unapproved are considered revenue on Time & Material Projects.
False - in order for WIP to be considered revenue for T&M Projects the approvals MUST be approved.
Most tickets submitted to the Dynamics Team for missing time on the project is from this role.
What is the Project Manager?
This needs to be completed by the Project Manager daily, but for sure weekly for invoicing purposes.
What are Project Approvals?
Vice President of Project Services
Who is Phil Chwialkowski?
The current number of customized price lists in the new WBS Templates.
What is 24?
The Billable Type and Billable Quantity are the only items that can be updated on the invoice line details.
True
When requesting a mark up/down the invoice must be in this status.
What is "In Review"?
Time Entries, Expense Entries, & Material Usage are type of ....
What are the three types of Project Approvals?
A group that provides assistance with invoices.
Who are the Project Administrators?
The current number of customers with an MSA.
What is 440?
An invoice can only be submitted after the invoices have been auto generated that week.
False - invoices can be created and submitted any time of the month.
DAILY DOUBLE -
We became AET in 1989 but we were rooted in.....
The original name of the firm was......
What is 1971?
What is Geotechnical Engineering Company?
WIP that is on a project, but not invoiced.
What is the backlog?
Who is Terry Swor?
This Role is responsible for reviewing and confirming their customer agreements that are sent through the new Contract Workflow.
Who is the Project Manager?
Fixed Price Revenue is calculated once a month at the end of the month.
True
All Project Approvals, Time & Material Project Status, Time & Material Billing Backlog, My Milestones, and My Invoices can be found here.
What is the Project Management Dashboard?
These make up the invoices for Fixed Price Projects.
What are Milestones?
Besides Karen Bryant, these individuals also assist with billing.
Bonus - For an extra $200 this person assists Phil with collections.
Who are Tim Altier and Sandi Sauber?
Bonus - Who is Jane Lee?